HomeCompareKMF vs SPHD

KMF vs SPHD: Dividend Comparison 2026

KMF yields 9.53% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $5.2K in total portfolio value· pulled ahead in Year 2
10 years
KMF
KMF
● Live price
9.53%
Share price
$6.72
Annual div
$0.64
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$1.01
Full KMF calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — KMF vs SPHD

📍 SPHD pulled ahead of the other in Year 2

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodKMFSPHD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, KMF + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
KMF pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

KMF
Annual income on $10K today (after 15% tax)
$810.13/yr
After 10yr DRIP, annual income (after tax)
$0.86/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, SPHD beats the other by $484.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of KMF + SPHD for your $10,000?

KMF: 50%SPHD: 50%
100% SPHD50/50100% KMF
Portfolio after 10yr
$23.9K
Annual income
$286.17/yr
Blended yield
1.19%
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Analyst Conviction Gap

Where Wall Street is most bullish on SPHD right now

KMF
Analyst Ratings
2
Sell
Consensus: Sell
SPHD
No analyst data
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

KMF buys
0
SPHD buys
0
No recent congressional trades found for KMF or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricKMFSPHD
Forward yield9.53%4.33%
Annual dividend / share$0.64$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%0%
Portfolio after 10y$21.4K$26.5K
Annual income after 10y$1.01$571.32
Total dividends collected$980.00$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: KMF vs SPHD ($10,000, DRIP)

YearKMF PortfolioKMF Income/yrSPHD PortfolioSPHD Income/yrGap
1$11,177$476.55$11,133$432.85+$44.00KMF
2← crossover$12,208$248.88$12,363$450.36$155.00SPHD
3$13,189$127.03$13,695$467.39$506.00SPHD
4$14,177$64.13$15,138$483.90$961.00SPHD
5$15,201$32.21$16,697$499.88$1.5KSPHD
6$16,282$16.14$18,382$515.31$2.1KSPHD
7$17,429$8.08$20,198$530.17$2.8KSPHD
8$18,653$4.04$22,157$544.46$3.5KSPHD
9$19,961$2.02$24,266$558.18$4.3KSPHD
10$21,360$1.01$26,536$571.32$5.2KSPHD

KMF vs SPHD: Complete Analysis 2026

KMFStock

Kayne Anderson NextGen Energy & Infrastructure, Inc. is a close-ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It invests in public equity markets of North America. The fund primarily invests in companies in the midstream/energy sector consisting of Midstream MLPs, Midstream Companies, Other MLPs and Other Energy companies. It invests in stocks of companies across diversified market capitalizations. Kayne Anderson NextGen Energy & Infrastructure, Inc. was formed on November 24, 2010 and is domiciled in the United States.

Full KMF Calculator →

SPHDETF

The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.

Full SPHD Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.